Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionChecchi Capital Advisers, LLC
Latest Disclosed Ownership4,300 shares
Latest Disclosed Value $ 420,018
Checchi Capital Advisers, LLC reports 8.18% increase in ownership of PRU / Prudential Financial, Inc.

On May 4, 2026 - Checchi Capital Advisers, LLC filed a 13F-HR form disclosing ownership of 4,300 shares of Prudential Financial, Inc. (MX:PRU) valued at $420,018 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,975 shares of Prudential Financial, Inc.. This represents a change in shares of 8.18% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F PRUDENTIAL FINL COM 744320102 4,300 325 8.18 420 -6.25 0.0212
2026-01-27 2025-12-31 13F PRUDENTIAL FINL COM 744320102 3,975 -562 -12.39 449 -4.68 0.0229
2025-11-05 2025-09-30 13F PRUDENTIAL FINL COM 744320102 4,537 -369 -7.52 471 -10.82 0.0245
2025-07-22 2025-06-30 13F PRUDENTIAL FINL COM 744320102 4,906 -227 -4.42 527 -8.03 0.0295
2025-04-29 2025-03-31 13F PRUDENTIAL FINL COM 744320102 5,133 153 3.07 573 -2.88 0.0302
2025-02-05 2024-12-31 13F PRUDENTIAL FINL COM 744320102 4,980 180 3.75 590 1.55 0.0343
2024-11-04 2024-09-30 13F PRUDENTIAL FINL COM 744320102 4,800 -115 -2.34 581 1.04 0.0325
2024-07-26 2024-06-30 13F PRUDENTIAL FINL COM 744320102 4,915 -17 -0.34 576 -0.69 0.0289
2024-04-25 2024-03-31 13F PRUDENTIAL FINL COM 744320102 4,932 99 2.05 579 15.57 0.0452
2024-02-07 2023-12-31 13F PRUDENTIAL FINL COM 744320102 4,833 139 2.96 501 12.58 0.0407
2023-11-13 2023-09-30 13F PRUDENTIAL FINL COM 744320102 4,694 340 7.81 445 15.89 0.0413
2023-08-10 2023-06-30 13F PRUDENTIAL FINL COM 744320102 4,354 -386 -8.14 384 -2.04 0.0343
2023-05-08 2023-03-31 13F PRUDENTIAL FINL COM 744320102 4,740 -94 -1.94 392 -18.33 0.0379
2023-02-10 2022-12-31 13F PRUDENTIAL FINL COM 744320102 4,834 -173 -3.46 481 11.63 0.0500
2022-11-09 2022-09-30 13F PRUDENTIAL FINL COM 744320102 5,007 227 4.75 430 -10.04 0.0402
2022-08-11 2022-06-30 13F PRUDENTIAL FINL COM 744320102 4,780 468 10.85 478 -6.27 0.0414
2022-05-09 2022-03-31 13F PRUDENTIAL FINL COM 744320102 4,312 316 7.91 510 17.78 0.0434
2022-02-09 2021-12-31 13F PRUDENTIAL FINL COM 744320102 3,996 123 3.18 433 6.39 0.0381
2021-11-09 2021-09-30 13F PRUDENTIAL FINL COM 744320102 3,873 230 6.31 407 9.12 0.0403
2021-08-06 2021-06-30 13F PRUDENTIAL FINL COM 744320102 3,643 19 0.52 373 13.03 0.0367
2021-05-10 2021-03-31 13F PRUDENTIAL FINL COM 744320102 3,624 -29 -0.79 330 15.79 0.0326
2021-02-12 2020-12-31 13F PRUDENTIAL FINL COM 744320102 3,653 -49 -1.32 285 21.28 0.0294
2020-11-10 2020-09-30 13F PRUDENTIAL FINL COM 744320102 3,702 -348 -8.59 235 -4.86 0.0261
2020-08-12 2020-06-30 13F PRUDENTIAL FINL COM 744320102 4,050 -319 -7.30 247 8.81 0.0295
2020-05-07 2020-03-31 13F PRUDENTIAL FINL COM 744320102 4,369 1,001 29.72 227 -28.16 0.0217
2020-02-07 2019-12-31 13F PRUDENTIAL FINL COM 744320102 3,368 42 1.26 316 5.69 0.0423
2019-11-06 2019-09-30 13F PRUDENTIAL FINL COM 744320102 3,326 -444 -11.78 299 -21.52 0.0389
2019-08-06 2019-06-30 13F PRUDENTIAL FINL COM 744320102 3,770 2 0.05 381 10.12 0.0484
2019-05-09 2019-03-31 13F PRUDENTIAL FINL COM 744320102 3,768 -76 -1.98 346 10.54 0.0404
2019-02-07 2018-12-31 13F PRUDENTIAL FINL COM 744320102 3,844 -2,146 -35.83 313 -48.43 0.0404
2018-10-29 2018-09-30 13F PRUDENTIAL FINL COM 744320102 5,990 371 6.60 607 15.62 0.0699
2018-08-06 2018-06-30 13F PRUDENTIAL FINL COM 744320102 5,619 73 1.32 525 -8.54 0.0659
2018-05-01 2018-03-31 13F PRUDENTIAL FINL COM 744320102 5,546 136 2.51 574 -7.72 0.0756
2018-02-02 2017-12-31 13F PRUDENTIAL FINL COM 744320102 5,410 1,747 47.69 622 59.90 0.0835
2017-11-02 2017-09-30 13F PRUDENTIAL FINL COM 744320102 3,663 23 0.63 389 -1.27 0.0393
2017-08-03 2017-06-30 13F PRUDENTIAL FINL COM 744320102 3,640 -76 -2.05 394 -0.51 0.0428
2017-05-03 2017-03-31 13F PRUDENTIAL FINL COM 744320102 3,716 -273 -6.84 396 -4.58 0.0456
2017-01-25 2016-12-31 13F PRUDENTIAL FINL COM 744320102 3,989 413 11.55 415 42.12 0.0560
2016-11-10 2016-09-30 13F PRUDENTIAL FINL COM 744320102 3,576 107 3.08 292 18.22 0.0330
2016-07-21 2016-06-30 13F PRUDENTIAL FINL INC COM Stock 744320102 3,469 -215 -5.84 247 -7.14 0.0282
2016-05-02 2016-03-31 13F PRUDENTIAL FINL Stock 744320102 3,684 106 2.96 266 -8.59 0.0591
2016-02-03 2015-12-31 13F PRUDENTIAL FINL COM 744320102 3,578 84 2.40 291 9.40 0.0734
2015-10-23 2015-09-30 13F PRUDENTIAL FINL COM 744320102 3,494 179 5.40 266 -8.28 0.0722
2015-08-04 2015-06-30 13F PRUDENTIAL FINL COM 744320102 3,315 169 5.37 290 14.62 0.0765
2015-05-07 2015-03-31 13F PRUDENTIAL FINL COM 744320102 3,146 -102 -3.14 253 -13.95 0.0748
2015-01-26 2014-12-31 13F PRUDENTIAL FINL COM 744320102 3,248 674 26.18 294 30.09 0.1104
2014-10-23 2014-09-30 13F PRUDENTIAL FINL COM 744320102 2,574 2,574 226 0.0928
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.